A CRM is only as powerful as the automation built around it. A properly configured CRM with the right automations means every lead is captured the moment it comes in, tagged by source and type, scored by intent, assigned to the right person, and moved through your pipeline without anyone manually updating a spreadsheet.
We set up and integrate CRM systems that fit your existing workflow, then layer in the automations that make them run. Lead capture from every source. Automatic tagging and segmentation. Pipeline stage triggers. Follow-up task creation. Re-engagement sequences for cold leads. Reporting that shows you exactly what is in your funnel at any moment.
When your CRM is running right, you always know what is in your pipeline, what the next step is, and exactly what each lead is worth.
Every component.
Engineered for results.
CRM Setup & Configuration
Platform selection, account setup, custom fields, pipeline stages, and user configuration built specifically for your service business.
Lead Capture Automation
Every lead from every source, captured automatically into the CRM with full source attribution. Web forms, ads, phone calls, social media.
Pipeline Stage Automation
Automatic progression triggers, task creation, and notifications as leads move through your pipeline. No manual updates required.
Reporting & Dashboard
Custom dashboards that show you pipeline health, conversion rates, source performance, and revenue forecasting at a glance.
Questions we hear
every week.
Which CRM platforms do you work with?
We work with GoHighLevel, HubSpot, and other major CRM platforms depending on your business size and needs. We will recommend the right platform based on your specific situation during the Blueprint process.
Do I need to already have a CRM?
No. We can set up a new CRM from scratch or optimize and automate an existing one. Either way, the goal is the same: a pipeline that runs automatically.
What automations do you typically build?
Lead capture from web forms, ads, and phone calls. Automatic tagging by source and lead type. Lead scoring by intent signals. Pipeline stage progression triggers. Follow-up task creation. Automated nurture sequences for cold leads. Appointment reminders. Re-engagement campaigns.
How long does CRM setup take?
Initial setup and core automations are typically complete within 2-3 weeks of the Blueprint engagement. Full optimization runs over the first 90 days as we refine based on real data.
Can you integrate the CRM with my existing tools?
Yes. We integrate with your website, scheduling tools, payment processors, email marketing platforms, and other tools you already use. The goal is a connected system, not another isolated tool.
Ready to build
your growth engine?
Start with the AI Growth Blueprint. A 90-minute private diagnostic of your entire growth infrastructure. $1,500 engagement fee applies as credit if you move forward.
Apply for Your BlueprintWe accept 4 new engagements per month. Applications reviewed within 48 hours.